Steps to take to add a new user to your Partner Portal account
Grant access to any of your teammates who will be managing your customers' domains by allowing each user to have a personalized and secure account. There is no limit to the number of user accounts you can create, and you can easily manage your users at any time. Before you get started, it is important to understand the possible roles that you can assign to your team.
Roles give different types of access to the users:
- Administrator - full access
- Developer - does not have access to the Company and Access tabs
- Account Manager - only has access to add domains 1 by 1, search, filter, invite, deactivate domains, and to the domain info
Adding a new user is an easy 3-step process:
1. Sign in to the Partner Portal
You should have received a magic link in your initial onboarding email. Please click Sign in from the email to get started. Alternatively, navigate to the Partner Portal to sign in.
2. Go to the Access tab
From the left-hand side, select Access.
3. Add user
In the right-hand corner, click Add User.
Add the user's first name, last name, email, and phone number (this field is optional). Select their assigned role. Click Invite user.
The invited user will receive an automated email containing the magic link to sign in and activate the account.
Review User Management to get an overview of the options you have to manage your organization's users.
If you encounter any challenges, please reach out to us at support@clym.io.